Smart Coupons

Smart Coupons provide a powerful, “all-in-one” solution for gift certificates, store credits, discount coupons and vouchers.

The plugin allows customers to buy credits for themselves or gift them to others. It automatically issues coupons on product purchase, provides “Apply Coupon with One Click” technology and more.

Installation ↑ Back to top

  1. Download the .zip file from your WooCommerce account.
  2. Go to: WordPress Admin > Plugins > Add New to upload the file you downloaded.
  3. Activate the extension.
  4. After activating Smart Coupons, you will be redirected to Welcome Page of Smart Coupons that describes Features and FAQs.

More information at: Installing and Managing Plugins.

Once installed and activated, three tabs will be added under WooCommerce > Coupons:

  • Coupons
  • Bulk Generate / Import Coupons”
  • Send Store Credit

Configuration ↑ Back to top

  1. Go to: WooCommerce > Settings > Checkout > Checkout Options. Make sure coupons are activated on your store.

Enable coupon in store

  1. Go to: WooCommerce > Settings > General.

Below the General Options and Currency Options appears Store Credit / Gift Certificate.

  1. Set the Default Gift / Credit options. Choose to enable or disable:
  • Show Credit on My Account page. If enabled, customers will be able to see all store credit
  • Delete Gift / Credit, when credit is up
  • Individual use
  1. Enter text displayed in:
  • Email subject. The subject of the email that is sent when store credit is provided or a coupon code is sent.
  • Product page. The text shown to confirm that a product comes with coupons.
  • Cart/Checkout page. The text indicating that several coupons can be used.
  • My Account page. The text introducing the available coupons.
  • Purchase Credit. The text introducing the product of Store Credit of any amount (see below).
  • Title for Store Credit Receiver’s form. The title of the form at the checkout allowing customers to send credit to someone else.
  • Additional information about form. Additional info on that form.

Smart Coupons general settings

  1. Save changes.

Adding coupons ↑ Back to top

Store Credit/Gift Certificate coupons ↑ Back to top

  1. Go to: WooCommerce > Coupons.
  2. Add new coupon. If you want to create a credit-based coupon, Store Credit or Gift Certificate, use Store Credit/Gift Certificate as the type.
  3. Add other coupon details.
  4. Save.

If you need help with adding coupons in WooCommerce and setting up restrictions by usage, email address or other limits, see: Coupon Management.

Auto-generating unique codes ↑ Back to top

Any coupon can be used to as a template to auto-generate new and unique coupons but with same attributes as the original. This feature also increases security, as people then can’t share coupons since auto-generated coupons are restricted to a customer’s email address.

Note: This field is only available for discount types other than Store Credit/Gift Certificate because the auto-generation feature is default behavior for Store Credit/Gift Certificate.

To set up auto-generation:

  1. Add a new coupon (or edit existing coupon).
  2. Go to: Auto Generation of Coupon and enable.Coupon code with auto generated code and prefix suffix
  3. Set up a prefix and/or suffix if you wish.
  4. Save.

To associate this coupon with a product, see: Linking a Coupon with a Product.

Automatically setting expiry date ↑ Back to top

You can define the expiry date of a coupon in days, weeks, months and years. The feature automatically sets expiry date of a generated coupon according to the date of issue.

Automatically set expiry date

To use this feature on any coupon, enable Auto Generation. This can be used for both individual and bulk generated coupons.

Adding prefix/suffix to coupon code ↑ Back to top

Prefix/suffix will only be added when Auto Generation of Coupon is enabled for a coupon.

To use this feature:

  1. Add a new coupon or edit existing coupon.
  2. Enable Auto Generation of Coupon.
  3. Enter text to be used as Prefix/Suffix in respective fields.

    Coupon code with auto generated code and prefix suffix
    Coupon code with auto generated code and prefix suffix
  4. Save.

To associate this coupon with a product, see: Linking a Coupon with a Product.

Duplicating coupons ↑ Back to top

To duplicate a coupon, go to: WooCommerce > Coupons.

Find the coupon you wish to duplicate. Filter a coupon list created for specific users by entering the user’s e-mail ID & “Email: ” as a prefix to user’s e-mail.

Hover over the coupon and select Duplicate.

Bulk generating and importing coupons ↑ Back to top

Generate and Export/Import Coupons in bulk ↑ Back to top

Smart Coupons allow you to generate coupons in bulk with all necessary options required for coupon.

  1. Go to: WooCommerce > Coupon.
  2. Select “Bulk Generate / Import Coupons” next to the Coupons tab.
  3. Choose whether to
    • Add generated coupons to store
    • Export coupons to CSV
    • Email the generated coupons to the customer

This feature provides complete support for Import and Export of coupons in WooCommerce, which you can use if/when moving your store.

Importing coupons ↑ Back to top

Smart Coupons gives you the ability to bulk import coupons using a structured CSV file.

A sample.csv file is included in the Smart Coupons plugin folder within your WordPress install. You can use this as a starting point to create an import file.

  1. Go to: WooCommerce > Coupon.
  2. Select Bulk Generate / Import Coupons tab next to Coupons.
  3. Choose Import Coupons.
  4. Upload a CSV file using Choose File. Click the “Upload file and import” button.
  5. You can also send the generated coupon code to respective customer at the time of import. This works with the Email Restrictions option. Any email addresses you entered will receive coupons once coupons are generated.map-import-fields
  6. Select Submit when asked to map fields from CSV file to its respective attributes to upload coupons. Wait for a message about importing.

Sending store credit ↑ Back to top

  1. Go to: WooCommerce > Coupon and then the Send Store Credit tab.
  2. Enter E-mail ID, Credit amount  and Message (optional).
  3. Click Send to send Store Credit immediately.

You’ll receive a success message after sending the Store Credit.

Using coupons and specific cases ↑ Back to top

Linking coupons with products ↑ Back to top

Linking a coupon with a product allows you to give a coupon to customers who purchase a specific product. After the purchase is complete, the customer receives the coupon in his account, ready to be applied to the next order.

  1. Add a new product or edit an existing one.
  2. Select Coupons under the General tab.
  3. Enter the name of a coupon you want to give a customer with this product.
  4. Select the coupon from the suggestions displayed.
  5. Add as many coupons as you like.Add coupon to product
  6. Set up all other details for the product if not done already.
  7. Select Update or Publish to save changes.

Store credit/gift certificate of any amount ↑ Back to top

The Store Credit functionality of Smart Coupons is different from how normal coupon codes work. Store Credit is treated as real credit / money – very much like a pre-paid credit card. As such, Store Credit codes cannot be excluded from the shipping costs or any other costs. So while the standard coupons can be restricted, store credit and gift certificates can not – the idea behind this being that someone paid for the store credit / gift certificate in advance.

Coupon setup

To allow customers to purchase a Store Credit/Gift Certificate in an amount/denomination/quantity of their choice:

  1. Go to: WooCommerce > Coupons.
  2. Create/add a new coupon.
  3. Give it a title, i.e., GenerateCalledStoreCredit. Important: Coupon code should not have any spaces between the name.
  4. Select Store Credit/Gift Certificate as Discount type. Important: Leave coupon amount blank.
  5. Enable Pick Product’s Price?
  6. Enter Prefix/Suffix (optional).
  7. Save.

Product setup

  1. Add or edit an existing Simple Product.
  2. Name the product, i.e., Store Credit/Gift Certificate.
  3. Important: Leave Regular Price & Sale Price fields blank.
  4. Go to Coupons
  5. Search for and select coupon created in above step, i.e., GenerateCalledStoreCredit.WC-Product-Data
  6. Save.

Now your customer can purchase a Store Credit/Gift Certificate in any amount.

Note: Feature is compatible with Name Your Price.

Important: If you have any coupon in your store, which can be used to buy this store credit/gift certificate, make sure to set ‘Usage limit per user’ under ‘Usage Limits’ to 1. Otherwise, your customer will get real credit at discounted rate for multiple times, It may result in overall loss for your store.

Usage limit per user

Examples

  1. A customer visits the product page, which allows them to purchase credit in any amount.
  2. They enter the amount of credit they want to purchase.
  3. The quantity can be adjusted, if they wants to purchase more than one credit, for example, credit for £600 in the form of gifts of £300 each for 2 people. Customers would enter 300 in provided box and increase the quantity to 2.
  4. They go through normal purchase process: Add to cart > Cart > Checkout > Payment.
  5. On the checkout page, the customer can enter the recipient’s details, if they want to forward the credit to someone else.
  6. After payment is completed, a credit is generated and forwarded via email to recipient(s).
  7. Sender is informed with an acknowledgement email.

Store credit/gift certificate of fixed amount ↑ Back to top

You can sell store credit / gift certificates of fixed amount by creating product variations.

Coupon setup

  1. Go to: WooCommerce > Coupons.
  2. Create/add a new coupon.
  3. Give it a title, i.e., storecredit. Important: Coupon code should not have any spaces between the name.
  4. Select Discount type as Store Credit/Gift Certificate.
  5. Important: Leave Coupon amount blank.
  6. Enable Pick Product’s Price?
  7. Save.

Product setup

  1. Add a Variable Product or edit an existing Variable Product.
  2. Add attributes to variable product as explained here.
  3. Create product variations, where each variation has a unique and fixed price.
  4. Associate the above created coupon with this product.
  5. When customer will purchase any product variation, a coupon with same price as of the variation, will be created & will be emailed to respective customers.

    Sell gift certificate of fixed amount
    Sell gift certificate of fixed amount

Using Smart Coupons shortcodes ↑ Back to top

Smart Coupons shortcodes have many features from ‘showing a coupon’ to ‘automatically creating and/or showing a coupon for the current user’.

Smart Coupons shortcode will do nothing, if it is embedded on a page or (custom) post and a guest user is accessing it. Shortcode will only work for registered and logged in users.

In order to add a coupon to a page, go to a post, and in the visual editor, select, the coupon icon.

In the pop-up, type the coupon code, the color, the size and the line style. Then select Insert Shortcode.

In the editor, you’ll now see [smart_coupons] with a few attributes added.

Within the shortcode, several other attributes can be added, most of them correspond with the settings you would normally find when creating a coupon. All of them follow the following order: attribute="value". For example, coupon_amount="20". These extra attributes are handy if you do not want to create the coupon beforehand.

  • coupon_code: If this attribute is set, the plugin will look for the coupon in your store. If found, it’ll simply display it. If not found, it’ll create a new coupon with the provided coupon code. When it’ll try to create a new coupon, it’ll need coupon amount and discount type. If an amount is not provided, it’ll create a new coupon with zero amount. If discount type not provided it’ll set the discount type to smart_coupon.
  • coupon_style. The styling of the coupon.
  • discount_type. Default: ‘smart_coupon’
  • coupon_amount. The amount of the coupon.
  • individual_use. Default: ‘no’
  • product_ids.
  • exclude_product_ids.
  • usage_limit.
  • usage_limit_per_user.
  • limit_usage_to_x_items.
  • expiry_date.
  • apply_before_tax. Default: ‘no’
  • free_shipping. Default: ‘no’
  • product_categories.
  • exclude_product_categories.
  • minimum_amount.
  • maximum_amount.
  • exclude_sale_items. Default: ‘no’
  • auto_generate Default: ‘no’
  • coupon_prefix.
  • coupon_suffix.
  • customer_email.
  • disable_email. Default: ‘no’

Case 1: Generate a unique code for each logged-in user

Here, you want your registered customer to see a new unique code for coupon/credit, which will be used by this customer only.

  • For credit: You can enter following code in the editor of page or post: [smart_coupons coupon_amount="12" coupon_style="dashed green medium"]. This will create a new store credit having amount 12 and will display the code with style.
    Important: Above code will keep creating a new store credit on each refresh of that page or post in which it is included.
  • For coupon: First, create a coupon and make sure that Auto Generate is enabled. Then, go to the page or post and add the coupon with the shortcode. It should look like this: [smart_coupons coupon_code="50_percent_cart" coupon_style="dashed red medium"].

Case 2: Display the same coupon code for all logged-in users

Here, you want all your registered user to see same coupon code and it should not be valid for a guest user or visitor. By default, limiting coupons to registered users only is not an option, but it is possible with Smart Coupons.

By adding a shortcode, email restrictions will be added to the coupon automatically, and they will only be available for logged-in users.

  • For credit: Not applicable. Credit can only be used for unique users.
  • For coupon: First, create a coupon and make sure Auto Generate is disabled. Then, go to the page or post and add the coupon with the shortcode.

Smart coupons store management ↑ Back to top

Viewing sent/received coupon details ↑ Back to top

Smart Coupons v2.1+ comes with a new feature, allowing the store admin and customer to see sent/received coupon’s details.

It shows all coupons/credits that are sent to you by others.

By default, it shows basic details. To see more details like who is sender and receiver, and what is the message, you can click on the coupon. As store manager, you can see these details:

Resending coupons ↑ Back to top

Generated coupons sometimes fail to be delivered, and the buyer will ask for the coupon details.

Features available in WooCommerce core can resend some emails to customers, such as the Customer invoice. Coupons generated after the order are included in the Customer invoice, so you can use this feature to resend coupon details.

To resend coupon’s details:

  1. Open the order.
  2. Go to: Order Actions
  3. Select Customer Invoice
  4. Click the round button with the arrow (marked in screenshot).Resend coupon's details

Resending coupon details ↑ Back to top

A buyer can send a store credit as a gift card to a friend. If they are asking to send coupon’s details to a friend directly, this is not possible. You can send a Customer invoice to the buyer and ask them to copy and send the coupon details to his/her friend.

Designing coupons ↑ Back to top

Customers can view their available coupons on the Cart page, Checkout page and on the My Account page. You can use CSS to style the appearance.

Default styles available in Smart Coupons:

Display style of coupons

To change the CSS, you can use Appearance > Customize. Since WordPress 4.7, you’ll be able to select “Additional CSS” there. Give yourself a coupon, and check the styles in the Cart, Checkout and My Account.

Note: Customizations are considered Developer level. If you are unfamiliar with code/templates and resolving potential conflicts, select a WooExpert or Developer for assistance. We are unable to provide support for customizations under our  Support Policy.

Changing, replacing, and overriding emails ↑ Back to top

All emails sent from Smart Coupons, including the coupon code, are sent via an existing template that is located inside the 'templates' directory of Smart Coupons. If you want to change or modify content of an email or if you want to the change layout, there are two ways to do it.

  1. Apply change in file:
    Open file '/woocommerce-smart-coupons/templates/email.php'. Modify its content and style, as needed. Note: This method is not recommended, as you’ll lose changes after updating Smart Coupons to newer version.
  2. Use another template file:
    Use your own email template in place of the default one provided by Smart Coupons.
  3. Create a template file and keep the file name as: email.php. Other file names will not work.
  4. Open your themes folder and create new folder. Keep the folder’s name as: woocommerce-smart-coupons.
  5. Place file email.php inside woocommerce-smart-coupons.
  6. The file path of your email template should be: /wp-content/themes/your-theme-folder/woocommerce-smart-coupons/email.php.

Smart Coupons will use your template file (if found) for all emails sent from Smart Coupons.

Note: The above is considered a customization. We are happy to provide guidance, but we are unable to provide support or help to suit your store. Only use it if you are comfortable with PHP and custom coding, and troubleshooting on your own.

Translating Smart Coupons ↑ Back to top

It is possible to translate Smart Coupons in your language. There are various methods to translate a plugin. If those methods are not working, you can try following steps, as these steps are tested:

  1. Check wp-config.php file, whether WP_LANG_DIR is already defined. If not, add following line in your wp-config.php file
    define ('WP_LANG_DIR', '/home/<user>/public_html/<wordpress_directory>/wp-content/languages');
  2. Now go to this path: /home/<user>/public_html/<wordpress_directory>/wp-content/languages
  3. Create a new directory & name it as woocommerce-smart-coupons
  4. Install & activate a free WordPress plugin: Loco Translate.
  5. Navigate to Loco Translate > Manage translations from sidebar admin menu
  6. Locate WooCommerce Smart Coupons under Plugins
  7. Check if a language file for your language already exists. If it exists, click to edit OR if it doesn’t exist, click New language to add translation for your language
  8. Select your language from dropdown menu & click Start translating
  9. You’ll see 2 column: left containing texts from the plugin. Select one of them & add translated text for this from below. Repeat the steps for other texts also
  10. Once done, Save it using Save button. If sufficient permissions for saving are not there, download PO & MO file
  11. Upload these files to /home/<user>/public_html/<wordpress_directory>/wp-content/languages/woocommerce-smart-coupons
  12. Make sure these files have proper read permission, otherwise texts will not be translated
  13. You can also place these PO & MO file inside languages directory of the plugin, but it is not recommended, as you’ll loose it when you’ll update the plugin.

Now Smart Coupons should display your texts.

Customer experience ↑ Back to top

Improved receiver details form ↑ Back to top

  • You can send a store credit to yourself or gift a store credit to someone else.
  • If you want to send more than one gift card, you have separate message fields for each gift card.
  • All generated coupon details are stored in order meta.

Improved receiver details form

Received coupons

Available Store Credit / Coupons

It shows all the coupons/credits that you have earned while shopping on that website. For example, while purchasing product A, you got a coupon with it. So that coupon will come under ‘Available Store Credit / Coupons‘ section.

All earned & received coupons on My Account page

Additional Settings ↑ Back to top

1. How to show/hide linked coupons on product page. ↑ Back to top

From version 3.0, this is hidden by default. To enable it again, you need to change a setting.

To enable:

  1. Open your database & then go to <prefix>options table
  2. Search for the row having option_name as smart_coupons_is_show_associated_coupons
  3. If that row is present in the table, then click on edit and enter option_value as yes and submit the values.
  4. If that row is not present in the table, then Insert new row with
    option_name => smart_coupons_is_show_associated_coupons
    option_value => yes
  5. Submit the values.

2. How to disable e-mails getting sent from Smart Coupons. ↑ Back to top

From version 3.0.6, you can disable all the e-mails that are getting send from Smart Coupons. To disable it, you need to change a setting.

To disable e-mail getting sent from Smart Coupons:

  1. Open your database & then go to <prefix>options table
  2. Search for the row having option_name as smart_coupons_is_send_email
  3. If that row is present in the table, then click on edit and enter option_value as no and submit the values.
  4. If that row is not present in the table, then Insert new row with
    option_name => smart_coupons_is_send_email
    option_value => no
  5. Submit the values.

3. How to show/hide coupon description on the coupons ↑ Back to top

Coupon description is hidden by default. To show it on the coupon, you need to change a setting.

To show coupon description on the coupon:

  1. Open your database & then go to <prefix>options table
  2. Search for the row having option_name as smart_coupons_show_coupon_description
  3. If that row is present in the table, then click on edit and enter option_value as yes and submit the values.
  4. If that row is not present in the table, then Insert new row with
    option_name => smart_coupons_show_coupon_description
    option_value => yes
  5. Submit the values.

FAQ ↑ Back to top

1. When I try to add a coupon, I get an Invalid post type error?

Check whether use of Coupon is enabled in your store. If it’s not enabled, enable it. You can find the setting at WooCommerce > Settings.

Enable use of coupon
Enable use of coupon

2. Can coupon code have any spaces in the name?

No. Coupon code should not have any spaces in the name, e.g., Coupon code should be like “gift-certificate” & not “gift certificate”.

3. What’s the URL to my coupon, so it’s automatically inserted when visiting?

http://www.mysite.com/?coupon-code=discount5

Replace www.mysite.com with your own URL then replace discount5 with the generated coupon code.

4. My Store Credit/Gift Certificate is not working (not generating new coupon code).

Ensure your Store Credit/Gift Certificate coupon code doesn’t have a space in it, e.g., Coupon code should be like “gift-certificate” & not “gift certificate”.

5. I have problems with coupons after import.

If dates are entered in your import file, ensure they are in the proper format. Expiry date format should match the format of WooCommerce, which is: YYYY-MM-DD. You can find this format used with any WooCommerce coupon. If you are entering a post date, it should match the date format of the post date, which is: YYYY-MM-DD HH:MM:SS. You can find this format in the posts table of your WordPress database.

6. Smart Coupons is not sending emails.

Smart Coupons sends an email only after order is marked Completed. Ensure all settings of coupons, products are in place. Check if the order complete email is sending. Also check by switching your theme.

7. Does Smart Coupons allow printing of a coupon as Gift Card?

No, it doesn’t provide any feature which enables you to take a printout of generated coupon, but if you can take a printout from your email, you can use it as alternative.

We also had a store owner (360064) who set up a simple virtual product with no price, allowing the buyer to choose the amount to give as a gift. The giver gets the code via Smart Coupons, then pastes the code into a downloadable PDF certificate from the store owner and sends it to his/her recipient.

8. Can I limit the number of characters in generated coupon code?

No, currently you cannot limit number of characters in generated coupon code.

9. Is it possible to remove the Store Credit/Gift Certificate product from a shop page and show it on another page?

No, currently it is not possible.

10. Is it possible to have a coupon for each variation of the variable product?

No, currently, you cannot set a coupon for each variation.

11. Can Store Credit be used as Points system to refer/reward a friend?

No, Smart Coupons cannot be used as Points system. Check WooCommerce Points and Rewards.

12. Which should I use for Account Credit/Gift Certificates? Smart Coupons or PDF Product Vouchers?

Smart Coupons works like account credit, and is linked to a specific account from the time you purchase. It works more like a gift card. If you purchase three x $10 credits to your store, and link them all to your account email address, you receive a single $30 credit. You can gift these to others, but you need their email address, as they are linked to specific accounts.

PDF Product Vouchers work more like a traditional paper gift certificate (in fact you make regular paper gift certificates with it), in that it gives you a coupon code that is redeemable for a specific amount of credit to your (physical) store. Your customers can purchase these for a friend, or themselves.

If you want something closer to a gift card, where the funds are linked to your online store account automatically, and managed for you there, go with Smart Coupons.

If you want something more like a gift certificate, where you can print a few out for your buddies, but they will have to turn in the certificate at the (physical) store, you’re probably going to want PDF Product Vouchers.

13. Can a customer send a gift certificate to themselves to pass on to someone else? ↑ Back to top

Yes! By default the coupon is restricted to the email recipient’s address, but you can disable this in the coupon usage restriction settings as shown:

14. I’m using WPML & WPML for multi-currency, but Smart Coupons only changes currency symbol and the price value remains the same.

Currently, Smart Coupon is not compatible with a multi-currency plugin or with WPML.

15. Is Smart Coupons compatible with WooCommerce Subscriptions?

Yes, it works with WooCommerce Subscriptions (separate purchase).

16. Which features of Smart Coupons work with Subscriptions? ↑ Back to top

Give away a discount or credit on signing up a subscription, give away recurring discount or credits, apply credit during sign up, automatic payment for renewals from credit (Note: When using PayPal Standard Gateway, store credit can be applied only during sign up. Automatic payment for renewals by credit will not work for PayPal Standard Gateway).

17. How does automatic payment by store credit work with Subscriptions? ↑ Back to top

Customers can apply store credit on a subscription. If the same store credit has sufficient balance, it’ll keep applying it to renewals till the remainder in store credit is higher than renewal price.

Customers will be able to apply store credit only during signup. They will not get option to apply store credit in renewals. But if the store credit will not have sufficient balance to pay for the renewals, then the order will go in pending mode. Now when customer will go to pay for this renewal order, they’ll get option to apply store credit again.

To activate the subscription again, customer will have to pay for the renewals. When customer is paying for the renewals from his/her account, then in that process he/she can use the same store credit which didn’t had the sufficient balance, again & pay for the remaining amount.

18. Is it possible to partially pay for a subscription with store credit and the remainder by another method? ↑ Back to top

No, this is possible only in those cases where subscription amount is more than store credit’s balance. If store credit’s balance is more than subscription’s total then your bank account or credit card will not be charged.

19. Can I use Smart Coupons with WooCommerce Bookings?

Yes, it works with WooCommerce Bookings (separate purchase).

Questions & Support ↑ Back to top

Have a question before you buy? Please fill out this pre-sales form.

Already purchased and need some assistance? Get in touch the developer via the Help Desk

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